SS&C
Investor Service Representative II
Kansas City, MO
Apr 29, 2025
Full-time
Full Job Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Investor Service Representative II

Locations: Kansas City, MO | Hybrid

Get To Know The Team:

As an Investor Services Representative II in our Alternative Investments Contact Center, you will use your customer service, advanced analytical and problem solving skills while speaking with callers to provide excellent service on each call. You will collaborate with management and will aid in leading the team by sharing your knowledge. You will also assist in troubleshooting and resolving complex issues.

Why You Will Love It Here!

· Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

· Your Future: 401k Matching Program, Professional Development Reimbursement

· Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

· Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

· Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

· Training: Hands-On, Team-Customized, including SS&C University

· Extra Perks: Discounts on fitness clubs, travel and more!

·

What You Will Get To Do:

  • Provides world class customer service to customers by answering questions, resolving issues and assisting with Alternative Investment products.
  • Provides routine information regarding specific client information, research investor’s issues while providing accurate and concise information.
  • Takes a multiple of client call concerns and be available to handle more complex or escalated caller inquires.
  • Reviews, prepares and processes transactions on investor account.
  • Researches complex issues for customers, supporting their requests, making outbound calls to provide customers with updates or to gain additional information.
  • Performs special project assignments from time to time, such as research work, obtaining special authorizations, outbound calls and data entry.

What You Will Bring:

  • Excellent interpersonal and professional communication skills
  • Demonstrated enthusiasm for providing quality service in a professional environment
  • Ability to thrive in a dynamic, team environment while remaining knowledgeable of our evolving industry
  • Ability to communicate complex financial information in tangible, simple terms
  • Proven ability to adapt your communication style based on the customer’s level of understanding in order to meet their needs
  • Strong commitment to continuous learning and development
  • Previous financial services experience preferred but not required
  • Bachelor’s degree or equivalent combination of work and education experience preferred

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

#LI-SG2

#LI-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

PDN-9ec9cdc0-5d6e-4cee-8eab-38f1a36947f2
Job Information
Job Category:
Finance
Spotlight Employer
Related jobs
Senior Business Analyst- Wealth Management, Banking & Financial Services, Cognizant Consulting Banking & Financial Services Chicago, Illinois (Hybrid) ABOUT US Cognizant is one of the world's le...
Jun 22, 2025
Chicago, IL
Board Certified Behavioral Analyst
Action Behavior Centers
Join Action Behavior Centers as a Senior BCBA. And we commit to a response within 24 hours. No Brag, Just Fact. What We Offer Competitive Salary: $87,000 to $93,000 includes bonus. Ability to ear...
Jun 22, 2025
San Antonio, TX
Senior Business Tax Analyst - Work From Home at Intuit summary: The Senior Business Tax Analyst provides expert guidance and prepares complex business tax returns for Partnerships and S Corporations...
Jun 22, 2025
Los Angeles, CA
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
Investor Service Representative II
SS&C
Kansas City, MO
Apr 29, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

SS&C would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.